chapter x logic of discovery versus logic of justification...
TRANSCRIPT
CHAPTER X
LOGIC OF DISCOVERY VERSUS LOGIC OF JUSTIFICATION
Many of the debates in the preceding chapters are dependent
upon an inadequate understanding of ' discovery' and 'justification' .
The seemingly contradictory views expressed and the subsequent logical
consequences thereof are based on excessive exphasis either on the logic
of discovery or on the logic of justification. In what follows, an
attempt is made to clarify the two concepts and show how in the context
of the debate between realism and anti-realism, the dichotomy between
the two in unwarranted.
'Science progresses by correcting concepts' , says Mary Tiles.1
Although prima facie, the statement seems to be of common place,
historically viewed in the context of philosophy of science, it is radical.
Philosophy of science for the last two decades views 'progress' or
' change' as either shifts in research traditions or paradigms with no
cumulation of scientific knowledge. (One could call such a view 'majority'
position). Correcting concepts will involve neither historically descriptive
accounts offered by historians or sociologists of science (analysis in the
context of discovery) nor of the ahistorical, formally analytic kind
offered by logically oriented philosophers of science (analysis in the
context of justification). Mary Tiles, E. Pietruska-Madej2
and G.A. Van
Peursen3
are some of the philosophers who seem to be attempting to kill
the dichotomy in the context of scientific realism.
An inquiry into the nature of the 'logic of discovery' has to
begin with the historical development that gave rise to it. The question
concerning the 'aim of philosophy of science' is intrinsically linked up
2
with the ' justification versus discovery' debate, as it was traditionally
viewed that philosophy of science be concerned with the logic of justifi-
cation and it was the concern of psychologists, historians and sociolo-
gists to study the logic of discovery. Commonly understood, the logic
of justification concerns with rules of assessing and evaluating the
scientific claims, whereas the logic of discovery concerns itself with the
rules of generating new knowledge. The controversy in the present
context is not whether the 'logic of justification' is the legitimate aims
of science. The question is whether that is the only aim of philosophy
of science. Further, whether 'discovery' is ever the concern of
philosophers and whether there is logic in discovery, have become the
central issues in the present debate. And the position one adopts
regarding the above issues will throw light on the question regarding
scientific realism. In short, are there two seemingly opposed 'logics' ,
one for discovery and the other for justification .
The debate regarding the primacy of logic of justification over
logic of discovery (even the question whether there is a logic of
discovery) is as old as philosophy of science. An overview of the
debate at its best is provided by Martin V. Curd4
' who observes three
approaches to the problem. The 'logical positivists' like K.R. Popper 5,
C.G. Hempel6
and R. Braithwaite7
who accept hypothetico-deductive account
of science and do not accept any possibility of logic of discovery . H.
Reichenbach8
and W. Salmon9
also do not accept logic of discovery, but
unlike logico-empiricists, they accept an inductive-probability account
10 of science. C.S. Pierce, N.R. Hanson
11 and other Kuhnians who
accept abductive inference account of science, argue for greater emphasis
on the logic of discovery which is as important (if not more) to account
2" 9 for change and ' progress ' in scientific theory .
Karl Popper , C .G . Hempel and Hans Reichenbach had strong
reservations regarding the logic of discovery . Popper ' s rejection of the
ty of rmy logic of cl I...cove-17y is a natural consequence of the fact
that for him the work of scientists is to put forward theories and testing
them . "The act of conceiving or inventing a theory" , according to
Popper "is ... neither to call for logical analysis not to be susceptible
of it . The question how it happens that a new idea occurs to a man -
whether it is a musical theme, a dramatic conflict , or a scientific theory -
may be of great interest to empirical psychology ; but it is irrelevant to
the logical analysis of scientific knowledge there is no such thing
as a logical method of having new ideas , or a logical reconstruction of
this process . (Popper' s) view may be expressed by saying that every
discovery contains ' an irrational element ' , or ' a creative intuition ' in
Bergson' s sense" .12
C .G . Hempel and R . Braithwaite accept Popper ' s
position namely , the role of science is to explain the phenomenon and
consequently the concern is with the logic of justification .
This hypothetico-deductivist position, particularly that of sKarl
Popper has been labelled • as ' nihilistic attitude ' towards scientific
13 . discovery by some philosophers . E . Pietruska-Madej points out that
Popperians do not see any philosophical problems in scientific discovery .
Philosophy of science which employs theoretical tools of logic cannot say
anything about the process of theory-generation which is an empirical
issue according to deductivists
If Popper is called hypothetico-deductivist , Hans Reichanbach is
a probability-inductivist as his position is based upon acceptance of an
inductive-generalization model for the generation of new knowldege in
science. Hans Reichanbach first used the terms 'context of discovery'
and the 'context of justification' with a view of distinguishing between
psychological description of thought processes as a temporal sequence of
steps and logical relations between propositions. Reichanbach expressed
the impossibility of a logic of discovery when he says:
"The mystical interpretation of the hypothetical-
deductive method ci.s an irrational guessing springs
from a confusion of context of discovery and the
context of justification. The act of discovery
escapes logical analysis; there are no logical rules
in terms of which a "discovery machine" could be
constructed that would take over the creative function
of' the genius. But it is not the logician's task to
account for scientific discoveries; all that he can do
is to analyse the relation between given facts and a
theory presented to him with the claim that it explains
these facts. In other words, logic is concerned with
the context of justi.fication. And the justification of a
theory in terms of observational data is the subject of
the theory of induction".14
Reichanbach's rejection of 'logic of discovery' is based on his
understanding of 'logic' which for him is a "normative enterprise
concerned not with the description of inferences that people actually make
but with their justification through the provision of a rational reconstruct-
15 ion . The "manner in which the logical inferences are actually made
is strange and obscure and rarely resembles the formal method of logic" 16
points out Reichenbach. It is therefore by definition impossible for
Reichanbach to have a logic of discovery as there can be no logic of the
context of discovery. This does not mean that for Reichanbach all
discoveries are consciously made inductive inferences - what he necessarily
0 ", 4, I
admits is that scientific discoveries (like that of Einstein) could be
rationally reconstructed within the context of justification.
The hypothetic-deductivists (like Ilempel and Popper) and the
probability inductivists (like Reichenbach) do not reject the role of
'discovery' in scientific theorizing. What they seem to assert on the one
hand that the concern of philosophy of science is the logic of justifi- r
cation and consequently any discussion regarding the context of discovery
should be subsumed under the logic of justification.
N.R. Hanson alleges that the hypothetic-deductivists have ignored
discovery by calling it psychological, historical or sociological.
Hanson believes that hypotheses, theories, laws and observations have
been created, innovated and developed by minds that are endowed with
creativity . "Physicists", he says, "do not start from hypothesis; they
start from data. By the time a law has been fixed into an H-D system,
really orginal thinking is over. The pedestrian process of deducing
observation statements from hypotheses comes only after the physicist
sees that the hypothesis will at least explain the initial data requiring
explanation. This H-D account is helpful only when discussing the
argument of a finished research report, or for understanding how the
experimentalist or the engineer develops the theoretical physicist' s
hypotheses; the analysis leaves undiscussed the reasoning which often
points to the first tentative proposals of laws ... The initial tuggestion
of an hypothesis is very often a reasonable affair. It is not so often
affected by intuition, insight, hunches or other imponderables as bio-
graphers or scientists suggest. Disciples of H-D account often dismiss
the dawning of an hypothesis as being of psychological interest only, or
else claim it to be the province solely of genius and not of logic. They
are wrong. If establishing an hypothesis through its prediction has a
logic, so has the conceiving of an hypothesis".17
Hanson proposes 'retroactive inference' by means of which he can
account for creative scientific discoveries. 'Retroactive inference' is
said to be neit her inductive nor deductive inference. C.S. Pierce
proposes abductive inference' (Hanson claims that his concept is based
on Pierce's) which has a similar claim - that the logic employed is
neither inductive nor deductive. Pierce's 'abduction' (which has many
interpretations) has the following logical form:
"The surprising fact, C, is observed.
But if A were true, C would be a matter of course.
Hence, there is reason to suspect that A is true". •
Pierce's labductive inference' suffers from many lacuno.e,which
critiques pointed out lead to ' psychologism' . Although Hanson tries to
overcome these lacunae, his 'retroactive inference' has been criticised
on the ground that he does not account for the background that gives
rise to inferences.19
Further, Hanson fails to distinguish between logic
of generation and the logic of evaluation. And it is in this context
that Curd's argument regarding the logic of generation deserves
attention.
Martin V. Curd's analysis of three approaches is based upon
certain distinctions he has made. These distinctions are later on
employed to review the threefold aspects regarding the possibility of
'logic of discovery' . It may be noted at this stage that the debate
regarding the 'logic of discovery' versus 'logic of justification' is not
concerned with things but theories. And for 'Curd, a discovery of a
18
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scientific theory does not refer to a specific moment when a theory is
discovered, but to the period of theory generation . Curd defines this
period as the time "beginning at the moment when a scientist (or research
group) first begins thinking seriously about a problem and ending when
the theory ... is first written down in a form suitable, say for publication
in a scientific journal" .20
Curd further observes two different aspects of
the period of theory generation; namely, one, the logic of prior assessment
and two, the logic of theory generation . Curd observes two kinds of
logic of prior assessment (i.e. "methodological appraisal of hypotheses
after they have been generated but before they have been tested") :
(a) the logic of probability; and (b) the logic of pursuit . The logic
of probability concerns itself with the questions of which hypothesis is
likely to be true; whereas the logic of pursuit concerns itself with the
questions of which hypothesis should a scientist begin to work on. In
other words a scientist may begin with a hypothesi'S for reasons other
than likely truth of the hypothesis . Curd' s interest is in the logic of
pursuit which he claims has more immediate practical relevance to
scientific inquiry than the logic of probability. It is, according to
Curd, only "workable notion of a logic of discovery in the sense of a
logic of prior assessment that one can formulate".21
Unlike our
traditional conception where the 'logic of pursuit' would be parasitic
upon the 'logic of probability' , Curd claims that rarely can we talk
about our' hypothesis as likely to be true or probable, we however,
"have the means for deciding which hypothesis to pursue, which
decisions do not depend on our inability to make these probability
judgements" .22
Curd after the analysis of the three approaches concludes that
f)t--,!•-) .
the objections raised do not establish the impossibility of the logic of
discovery as either a logic of. prior appraisal or as a rational recon-
struction of inferences to the theory. Further, the only "sensible logic
of prior appraisal is the logic of pursuit which provides the justification
for inferences to the theory in our rational reconstruction of the period
of theory generation ... The factors that justify our inferences to the
theories in the first place are the same as those that were used to
decide which theory to pursue after they have been generated".23
As mentioned in the beginning of this chapter, G.A. van Peuersen
attempts to kill the traditional distinction between the context of
discovery and the context of justification. Peuersen discusses three
aspects of the scientific framework, which compels him to say that the
whole of scientific procedure is nothing but discovery. Consequently,
the dualism of contexts is deemed to be untenable.
The argument in brief consists in showing that:
1) The success or failure of natural and social sciences ita modern
technological society depends upon the social organizations, the financial,
and governmental policies, etc. It is this that compelled Popper and
others to recognize 'the irrational element' in the process of discovery.
This is the diachronic conception of discovery as against synchronic
context structure of justification. Justification, in synchronic context,
becomes "a construction in retrospect, functioning only as a stabilizing
factor, inhibiting renewal and advancement".24
This shows the
estrangement between traditional methodology and heuristic practice.
2) Secondly, Peuersen argues that there is a feeling of 'loss
of reality' of the daily course of events confronted by the scientifically
controlled character of the modern society. Such a feeling is fostered by
the scientific method leading to "scientific explanation and concrete
reality (which) is an ontological issue since the reference of a scientific
discipline to reality is at stake".25
3) Thirdly, Peuersen notices a number of cultural constraints in
the framework of contemporary scientific enterprise. T.S. Kuhn, A.C.
0.-ed Crombie and others mentioned as philosophers representing this third
aspect of the framework of science. Peuersen believes that "the real
issue at stake is the tension between the universal claim of scientific
procedure and the specific, often hidden, convictions and world-views of
a certain culture. The investigation of such ,a cultural context might
stimulate the search for new dimensions of theory and concept formation.
It can lead, in this way to new heuristic devices.26
The study of Peuersen's three aspects of framework of scientific
enterprise reveals: (a) dualism between two contexts (discovery and
justification) is untenable; (b) because of the conflict between the
traditional methodology and heuristic practice, there is a need of
integrating the two contexts; and (c) justification and discovery are
neither separated nor are merged into one another. Instead, "justification
as a sedimentation of discovery (on the one hand be treated as) the
outcome of the process of discovery (and on the other as) an adjusting
device within the ongoing discovery".27
The result of this analysis is
not blending of the two contexts, or absorbtion of one by the other.
What Peuerson has attempted is to create two contexts - but 'one wider,
less defined and demarcated from the wider field of daily culture', -
and the other 'more restricted, functioning as a kind of safety device on
behalf of the wider strategy of discovery' .
o
Mary Tile's claim lhol sciencr progre,.-,se,, by correcting W.-,
concepts and the framework offered by her allows for a cumulative model
of scientific progress against Kuhnian 'incommensurable alternatives' .
Mary Tiles observes three levels or dimensions to a scientific concept:
the empirical, the theoretical and the metaphysical. The empirical
dimension (often taken for granted) concerns itself with the concepts
that are empirically developed in a scientific context. But since the
object of scientific investigation is "never given purely empirically",
the concept thereof has to accommodate the changes occurring in both the
theoretical and the metaphysical dimensions of science. This accounts
for the non-empitical framework determining what kind of a thing or
phenomena it is that is investigated.
Although one can never claim that a scientific concept is solely
determined by its theoretical dimension, the theoretical component of
scientific knowledge, it is epistemologically important to account for how
a new theory forms an inseparable part and is related to the existing
empirical framework (knowledge). Mary Tiles, claims that "theories are
attempts to fill in the gap between emperical and metaphysical dimensions
of the concept, a gap which is already structured by its end points".28
At the empirical level the correcting of concepts occurs due to the demand
for increased precision, at theoretical level the correcting mechanism acts
due to demand for increased logical precision and conceptual clarity.
Mary Tiles observes two kinds of 'inbuilt mechanisms' for conceptual
change: one, "the experimentally based sequence of empirical classification
associated with increased accuracy in measurement"; and two, "the
sequence of ever more abstract and general theoretical concepts".29
These
two are not independent sequences according to Tiles. The third
r) 0
dimension, namely metaphysical dimension of her analysis is questionable
within the context of science. The metaphysical dimension of scientific
concept is observed from the fact that theories are scrutinized in the
light of explanatory ideals which are based on metaphysical views
regarding structure and nature of reality. Metaphysical views which on
the one hand determine or act as constraints on the empirical and
theoretical dimension of the concept, have to ensure mechanisms of self-
correction on the basis of new theoretical or empirical (experimental
evidence). Each of the three levels (empirical, theoretical and meta-
physical) have, specific forms of concept correction. But, as Mary Tiles
points out, "the levels are not mutually independent in that both the
stimulus and the means for correction on one level are provided by work
on another. It is in the direction of increased coordination and
unification of the initially very disparate levels that science progresses". 30
One point remains unclear, namely, what in the ultimate constitutes
'metaphysical level' for Tiles? The suspicion that 'metaphysical' may
constitute more than nature and status of reality, is suggested by the
fact that she admits "that science is neither the original nor the only
source of world views".31
In a scenario full of constrasting and confusing frameworks whose
actual representations fall far short of experience of working scientists,
E. Pietruska-Madej's proposal provides both direction and insidht into
the plausible 'exit' . Pietruska-Madej was trying to get out of the
'disharmony' between two objectives of science. And she puts it: "the
word 'disharmony.' is justified because there is no way to cope success-
fully with the task of rationalising the historical process of the growth
of science, so long as one holds to the opinion that philosophy of science
2 &;
can and s-hould study only established and articulated knowledge. On the
contrary, it seems impossible to explain the growth of scientific knowledge
without taking into consideration its formation. It is impossible because
the second is a vital part of the first".32
Pietruska-Madej recognizes
the anti-psychologism attitude as the root-cause of nihilistic attitude.
Pietruska-Madej begins with the assumption that anti-pschologism in
epistemology should not exclude us from the entire process of the
emergence of new knowledge. Besides, there is much more to discovery
and generation of scientific knowledge than mer,ely psychological experience
of the individual scientists. Scientific discovery is a very complex
phenomenon, having both subjective (what occurs in individual's mind)
and objective (typical characteristics of the background situation -
discovery generating situation) aspects.33
Taking clues34
from two celebrated scientists - scholars, P.D.
Medawar (Nobel Prize Winner for Medicine in 1960) and Derek J. de
Solla Price (historian of science), Pietruska-Madej takes as her starting
point the unexplained facts of 'logical necessity' of a scientific discovery
and 'lying waiting' to be discovered; and attempts to explain many a
phenomena igonred by philosophers of Science, such as "why does science
sometimes manage to ignore insights of genius only to rediscover them
years later? Why does it at other times explode with a series of
simultaneous discoveries? How should we account for 'premature'
discoveries which fail, how can we distinguish between discovery in the
subjective psychological sense and scientific discovery proper?',35
Pietruska-Madej believes that "there is some internal logical
determination in science by which science proceeds from established
knoNiledge to new elements of knowledge, and tha. t there comet,into play
0 c,)
something like ' necessity' conducive to a new discovery". 36
Secondly, science matures "for a given discov'ery, and that so long as
it is not mature enough for this (discovery) even the most ingenious idea
is doomed to be regarded as irrelevant for scientific progress". 37 And
finally, when a particular stage of science is reached, a discovery is
inevitable, such that even "several scientists may make the discovery
simultaneously". 38 These three concepts (logical necessity, maturity and
inevitability) seem to suggest that "there are certain objective intrinsic
conditions and logical mechanisms in science which determine the actual
substance of a newly discovered idea. Accordingly, providing accurate
definitions of these concepts seems to be a most urgent task, and one
which should be undertaken rather by philosophers of science than
psychologists".39
It is on the basis of the above analysis that
Pietruska-Madej argues that discovery is not a 'creative subjective act'
occuring in a vacuum. It occurs in an objective situation which both
influences and determines the emergence of a new idea. This analysis
further explains why some 'discoveries' or 'new ideas' fail to catch the
imagination of scientific community of a particular period. These
'discoveries' have 'to wait' for a more appropriate period (when the
science is more mature) to be accepted as discoveries.
Again Pietruska-Madej's analysis allows us to distinguish between
genuine scientific discovery and subjective novelty. Someone can discover
something 'new' for his own subjective consciousness which may not be
new to science' . To say an idea is new in scientific sense of discovery
depends upon many objective factors - "it is the objective situation in
science that determines the necessity, and the possibility, of the
emergence of a definite idea in science". 40
0 f:.; • r.,
The proces5 5cientitic discovery has non-psychological aspects
and hence cannot be construed as a psychological act or a flash of the
intuition of a genius. It therefore calls for an analysis not of the
psychological preconditions of the discoverer bUt for the reconstruction
of objective situation in science at a particular historical moment,
"such a situation"„ Pietruska-Madej points out, "is always characterized
by a set of accepted propositions which constitute science, ... by
logical relationships and mutual dependencies between the set's elements,
by a accepted epistemological values, by normative ideals for research
activity, and so forth".41
It is, therefore, the objective discovery -
generating situation that determines when and how a new idea appears
in science. Such a situation generates, determines the content and lays
down range of constraints on the new idea. lt is precisely because of
this that to understand a scientific discovery, we have to reconstruct
the discovery-generating situation the objective reasons why the new
idea is acceptable; the invetablility and necessity of the new ideas;
the internal and external situation of the science; the logical relations
between the various constituent elements of the situation (the laws,
empirical data, regulative ideals of scientific activity, etc.); the
logical corrolaries of the 'n,ew idea' etc.
It is admittedly true that for such a reconstruction of a discovery-
generating situation one must have recourse of historical materials. To
reveal the most general features of such situation and logically
reconstruct tha process of transition from 'old to new' scientific knowledge
is a task of philosophers of science. One does not inquire into a
mysterious 'discovery machine' or Bergson's 'creative intuition' while
inquiring into the logic of discovery. Studying the objective aspects of
0 ri (Zo (,)
the scientific discovery is one ofobjectives of philosophy of science . And
if one wants to inquire into the ' progress or change' in science one has
to inquire into both the logic of justification and the logic of discovery-
generating situation .
NOTES
1. Mary Tiles , "Correcting Concepts" , Ratio, 27,1,1985, pp . 19-36 .
2. E. Pietruska-Madej , "Should Philosophers of Science Consider
Scientific Discovery?" , Ratio, 27 , 1, 1985, pp . 7-18 .
3 •
G . A . van Peuersen , "Discovery as the Context of Any Scientific
Justification" , Man and World , 22, 4; 1989, pp . 471-484 .
4 .
Martin Curd, "The Logic of Discovery : An Analysis of Three
Approaches" , in Readings in the Philos'ophy of Science, ed. B. A.
Brody and R .E. Grandy, (New Jersey: Prentice-Hall, 1989),
pp . 417-430 .
5. K .R . Popper , Logic of Discovery , (London : Hutchinson & Co . ,
1965) .
6 . C .G . Hempel, Aspects of Scientific Explanation , (London : Collier- MacMillan , 1965 ) .
7 . R . Braithwaite , Scientific Explanation , (Cambridge : Cambridge
University Press , 1955 ) .
8 . Hans Reichanbach , Experience and Prediction , (Chicago : Chicago
University Press , 1938) .
9 . W . Salmon , "Bayes ' Theorem and the History of Science" ,
Minnesota Studies in Philosophy of Science, Vol . V , ed . R .
Stewer , (Minneapolis : University of Minnesota Press , 1970) ,
pp . 87-111.
10 . C .5 . Pierce, Collegeted Papers , eds . ,C . Hartshorne et al. ,
(Cambridge : Harward University Press , 19 )
2 3 5 11. N.H. Hanson, Patterns of Discovery, (Cambridge: Cambridge
University Press, 1958).
12. K.R. Popper, Logic of Discovery, p. 32.
13. E. Pietruska-Madej, "Should Philosopher' s of Science Consider Scientific Discovery?", p . 8-9.
14. Hans Reichanbach, "THe Rise of Scientific Philosophy", p. 231.
15. Martin Curd, "The Logic o Discovery : An .Analysis of Three Approaches", p. 423.
16. Hans Reichanbach, The philosophy of space and Time, (New York:
Dower & Co., 1957), p. 43.
17. N.R. Hanson, Patterns of Discovery, p. 70-71.
18. Quoted in Martin Curd, "The Logic of Discovery : An Analysis of three
Approaches", p. 418.
19. P. Achinstein, 'Law and explanation' (Oxford : Clarendan Press,
1970).
20. Martin Curd, "The LogiC of Dit-covery : An Analysis . of .Three Approaches", P . 418.
21. Ibid. p. 419.
22. Ibid,
23. Ibid, p. 427.
24. G.A. van Peursen, "Discovery as the Context of Any Scientific Justification", p. 47S.
2S. Ibid. p. 474.
26. Ibid.
27. Ibid. p. 482.
28. Mary Tiles, "Correcting Concepts", p. 27.
29. Ibid. p. 29.
30. Ibid. p. 20.
31. Ibid. p. 31.
32. E. Pietruska-Madej, "Should Philosopher's of Science Consider Scientific Discovery", p. 8.
33. Ibid. p. 12.
34. P.B. Medawar writes in The Hopes of Progress, that if J.D.
Watson and F. Crick did not dAover 'double helix of DNA' A
someone would have discovered it very soon - and discovered
only that and nothing else. Simdlarly Derek J. de Solla Price in
"what is the Difference between Science and Technics?" said
'had not Boyle not discovered his law, someone else would.
Every fact and every theory waits (depending upon the maturity
of science) to be discovered.
35. Ibid. p. 14.
36. Ibid. p. 15.
37. Ibid.,
38. Ibid.
39. Ibid. fp. 15.
40. Ibid. p. 16.
41. Ibid. p. 17.
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